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PG vs. META
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PG vs. META - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Procter & Gamble Company (PG) and Meta Platforms, Inc. (META). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PG achieves a 3.75% return, which is significantly higher than META's -10.09% return. Over the past 10 years, PG has underperformed META with an annualized return of 8.86%, while META has yielded a comparatively higher 17.64% annualized return.


PG

1D
4.09%
1M
-0.92%
YTD
3.75%
6M
3.65%
1Y
-7.40%
3Y*
3.11%
5Y*
4.13%
10Y*
8.86%

META

1D
-5.51%
1M
-3.24%
YTD
-10.09%
6M
-11.79%
1Y
-13.11%
3Y*
30.15%
5Y*
12.59%
10Y*
17.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PG vs. META - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PG
The Procter & Gamble Company
3.75%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%
META
Meta Platforms, Inc.
-10.09%13.09%66.05%194.13%-64.22%23.13%33.09%56.57%-25.71%53.38%

Correlation

The correlation between PG and META is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

-0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since May 21, 2012

0.15

The correlation between PG and META shifts across timeframes, from -0.04 (3 years) to 0.15 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PG:

$354.11B

META:

$1.52T

EPS

PG:

$5.23

META:

$27.47

PE Ratio

PG:

28.04

META:

21.59

PEG Ratio

PG:

6.86

META:

0.89

PS Ratio

PG:

4.11

META:

7.09

PB Ratio

PG:

6.56

META:

6.24

Total Revenue (TTM)

PG:

$86.72B

META:

$214.96B

Gross Profit (TTM)

PG:

$43.64B

META:

$176.14B

EBITDA (TTM)

PG:

$22.63B

META:

$106.31B

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Return for Risk

PG vs. META — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PG
PG Risk / Return Rank: 2323
Overall Rank
PG Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
PG Sortino Ratio Rank: 2121
Sortino Ratio Rank
PG Omega Ratio Rank: 2222
Omega Ratio Rank
PG Calmar Ratio Rank: 2525
Calmar Ratio Rank
PG Martin Ratio Rank: 2525
Martin Ratio Rank

META
META Risk / Return Rank: 2525
Overall Rank
META Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
META Sortino Ratio Rank: 2424
Sortino Ratio Rank
META Omega Ratio Rank: 2424
Omega Ratio Rank
META Calmar Ratio Rank: 2828
Calmar Ratio Rank
META Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PG vs. META - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Procter & Gamble Company (PG) and Meta Platforms, Inc. (META). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PGMETADifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

0.95

0.96

-0.01

Calmar ratioReturn relative to maximum drawdown

-0.48

-0.40

-0.08

Martin ratioReturn relative to average drawdown

-0.83

-0.84

+0.01

PG vs. META - Sharpe Ratio Comparison

The current PG Sharpe Ratio is -0.40, which is comparable to the META Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of PG and META, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PGMETADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.40

-0.37

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.29

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.46

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.55

-0.08

Drawdowns

PG vs. META - Drawdown Comparison

The maximum PG drawdown since its inception was -54.25%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for PG and META.


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Drawdown Indicators


PGMETADifference

Max Drawdown

Largest peak-to-trough decline

-54.25%

-76.74%

+22.49%

Max Drawdown (1Y)

Largest decline over 1 year

-15.52%

-33.30%

+17.78%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-34.15%

+13.00%

Max Drawdown (5Y)

Largest decline over 5 years

-23.77%

-76.74%

+52.97%

Max Drawdown (10Y)

Largest decline over 10 years

-23.77%

-76.74%

+52.97%

Current Drawdown

Current decline from peak

-15.07%

-24.76%

+9.69%

Average Drawdown

Average peak-to-trough decline

-12.16%

-15.26%

+3.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.89%

15.60%

-6.71%

Volatility

PG vs. META - Volatility Comparison

The current volatility for The Procter & Gamble Company (PG) is 7.05%, while Meta Platforms, Inc. (META) has a volatility of 10.46%. This indicates that PG experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PGMETADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.05%

10.46%

-3.41%

Volatility (6M)

Calculated over the trailing 6-month period

15.31%

27.14%

-11.83%

Volatility (1Y)

Calculated over the trailing 1-year period

18.70%

35.52%

-16.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.79%

44.04%

-26.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

38.68%

-19.64%

Dividends

PG vs. META - Dividend Comparison

PG's dividend yield for the trailing twelve months is around 2.91%, more than META's 0.35% yield.


PositionTTM20252024202320222021202020192018201720162015
META
Meta Platforms, Inc.
0.35%0.32%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PG
The Procter & Gamble Company
2.91%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%

Financials

PG vs. META - Financials Comparison

This section allows you to compare key financial metrics between The Procter & Gamble Company and Meta Platforms, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B30.00B40.00B50.00B60.00B20222023202420252026
21.24B
56.31B
(PG) Total Revenue
(META) Total Revenue
Values in USD except per share items

PG vs. META - Profitability Comparison

The chart below illustrates the profitability comparison between The Procter & Gamble Company and Meta Platforms, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20222023202420252026
49.5%
81.9%
Portfolio components
PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

META - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

META - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.

META - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.


Frequently Asked Questions


PG and META have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

META has higher volatility (10.46%) compared to PG (7.05%). In terms of maximum drawdown, PG dropped -54.25% vs META's -76.74%.

META currently has the higher Sharpe Ratio (-0.37 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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